How to Access Your Telemedicine Appointment

Using YourMobile Devices

Using YourPatient Portal

Read instructions on pages 9-15

Computer with webcam

Internet connectionInternet connection

Coastal Medical Patient Portal account

Coastal Medical Patient Portal account

Smartphone or tablet with camera on it

Active email address in Coastal’s records

Active email address & cell phone in Coastal’s records

Read instructions on pages 2-8

What you will need: What you will need:

(For Smartphones & Tablets/iPads) (For Desktops & Laptops with Webcams)

Accessing Your Telemedicine AppointmentUsing a Mobile Device (For Smartphones & Tablets)

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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1. Thirty (30) minutes prior to the appointment time, the patient will receive

both an email notification and a text message that contain a link to access the

appointment directly. The patient only needs to use ONE of the methods to

access the appointment, it is their choice of which one to use. (The text message

will be useful if a patient does not have their email linked to their SMART device.) Note: Non-SMART devices (such as flip phones) cannot use this functionality.

How to access a Telemedicine Appointment using a smartphone or tablet.

a) A sample text message alert is shown below. Simply click the link to start the visit.

b) A sample email alert is shown below. click on the button labeled Join the Telemed Appointment directly to start.

Note: You do need to log into your Portal Account for this visit.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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2. The first screen to open after clicking the

link will be the Medical Questionnaire.

Patients are asked to answer all questions.

Then click Submit Questionnaire in order

to move to the next step and send the

important information to the provider.

3. The next screen will be the Vitals

Questionnaire.

The patient is expected to fill in all

available information. (If the patient does

not know specific vitals, they can be left

blank.)

Then click Submit Vitals in the bottom

left hand corner of the page.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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4. The confirmation message that the questionnaire and vitals were

completed displays.

Click Start Televisit to enter the visit’s Virtual Waiting Room.

5. After clicking Start Televisit, the “Waiting for…” screen displays until the

Provider accesses the appointment from their side.

Note: We have found that on some SMART devices, the Televisit

is best conducted with the patient’s device in landscape

position. (Hold the phone so the long sides are top and bottom. )

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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6. Once the provider accesses the Telemedicine Appointment from their end,

the patient and provider will now be able to see and speak to one another

via the computer/webcam. (see below for example)

7. If there is an issue with audio or if there is a situation where speaking is not

desired, use the Chat function. The Icon is located in the bottom right hand

corner of the window. There is an indicator that pops with a number if there

is a chat message waiting for either the patient or the provider.

Patient sees

provider in large

window and

themselves in the

small window.

Vice versa for the

provider.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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8. Once the Chat is started, the screen changes to show the Chat on the right

hand side of the window, in a similar way to other Instant Messaging tools

that people may use.

9. The other icons at the bottom of the window are for Settings (to switch the

camera or microphone to another device), Pause (pauses the video) and the

Microphone (mutes the audio).

Settings Microphone

Pause

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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10. Clicking the red phone icon (at the bottom of the window, next to the

microphone) will end the Telemedicine Appointment. The below screen

displays asking if you are sure you want to return to the dashboard and end

the Telemedicine Appointment.

Click EXIT to end the visit.

11. NOTE: The HELP Icon in the top right of the window does not work.

Accessing Your Telemedicine Appointment Using your Patient Portal(For Computers - Desktops & Laptops with Webcams)

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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1. Thirty (30) minutes prior to the

appointment time, the patient will receive

an email notification that contains a link to

access the appointment directly.

Note: For the link to work properly, it must

be opened in Google Chrome, Firefox, Safari or Opera. The Telemedicine Appointment

will not function if another web browser is

used. If you do not use one of these as your

default browser, the link can be copied and

pasted into one of these brrowser windows

for access.

It also contains information about

a webcam and either speakers or

headphones being required. The email

states who the visit is scheduled with, the

time and date of the appointment and

simple instructions.

2. Clicking the Join this Telemed Appointment Directly link will bring the

patient directly to the required questionnaire associated with the Telemedicine

Appointment. There are no additional security requirements to access the visit.

WHEN USING A COMPUTER FOR A TELEMEDICINE APPOINTMENT, IT IS HIGHLY RECOMMENDED THAT THE EMAIL LINK IS USED TO ACCESS THE VISIT.

How to access a Telemedicine Appointment using the Patient Portal on a computer with a webcam.

a. If the patient is using a mobile device, such as a smartphone or

tablet, the appointment can be accessed by clicking on the link in

the email or in the text message that they receive on their device.

See mobile device instructions on pages 2-8 for more information.

Note: You do need to log into your Portal Account for this visit.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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3. The first screen to open after clicking the

link will be the Medical Questionnaire.

Patients are asked to answer all questions.

Then click Submit Questionnaire in order

to move to the next step and send the

important information to the provider.

4. The next screen will be the Vitals

Questionnaire.

The patient is expected to fill in all

available information. (If the patient does

not know specific vitals, they can be left

blank.)

Then click Submit Vitals in the bottom

left hand corner of the page.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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5. The next page to open is the System Compatibility Check. The items

checked are: Browser, Speaker, Camera, Microphone, Video Connection

and Bandwidth. If all these items are compatible for a Telemedicine

Appointment then there will be a green checkmark to the right of each

item. Click Proceed if all compatibility is successful.

6. The confirmation message that the questionnaire and vitals were

completed displays.

Click Start Televisit to enter the visit’s Virtual Waiting Room.

a. A Red X to the right of an item means that there is an issue with

that item’s compatibility. You may be able to make corrections, like

enabling speakers, cameras and microphones, but bandwidth issues

for example could be difficult to diagnose or solve. If you cannot pass

the compatibility check you can contact Patient Portal Support at

1-866-779-3655 for assistance with trying to solve the compatibility

issues. If the compatibility remains an issue, a Telemedicine

Appointment may not be right for you and please contact your PCP’s

office for additional options and assistance.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

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7. After clicking Start Televisit, the “Waiting for…” screen displays until the

Provider accesses the appointment from their side.

8. Once the provider accesses the Telemedicine Appointment from their end,

the patient and provider will now be able to see and speak to one another

via the computer/webcam. (see below for example)

9. If there is an issue with audio or if there is a situation where speaking is not

desired, use the Chat function. The Icon is located in the bottom right hand

corner of the window. There is an indicator that pops with a number if there

is a chat message waiting for either the patient or the provider.

Patient sees

provider in large

window and

themselves in the

small window.

Vice versa for the

provider.

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

14

10. Once the Chat is started, the screen changes to show the Chat on the right

hand side of the window, in a similar way to other Instant Messaging tools

that people may use.

11. The other icons at the bottom of the window are for Settings (to switch the

camera or microphone to another device), Pause (pauses the video) and the

Microphone (mutes the audio).

Settings Microphone

Pause

These training documents are the intellectual property of eClinicalWorks and Coastal Medical, Inc. Receipt of this document does not constitute a license, actual or implied, to distribute or reproduce without express written consent.

15

12. Clicking the red phone icon (at the bottom of the window, next to the

microphone) will end the Telemedicine Appointment. The below screen

displays asking if you are sure you want to return to the dashboard and end

the Telemedicine Appointment.

Click EXIT to end the visit.

13. NOTE: The HELP Icon in the top right of the window does not work.